Why are wealth accumulation and tax planning important to you? Naturally, you want to keep more of your money for yourself. However, it is also quite likely that you are trying to preserve your legacy and look after the ones you care about even after you are gone....

It’s probably not surprising to know that about half the population feels like their tax bill is too high, but what is interesting is that so few people choose to do anything about it. In fact, only about 50% of people seek financial advice and take action, even...

You’ve undoubtedly heard it time and time again: “Start investing in your 401(k) early.” Or, “Your 401(k) gives you free money. You’d have to be foolish not to take advantage of that.” You’re not foolish, of course, and it’s one of the most trusted ways to save for...

As you can probably guess, I am a little obsessed with saving my clients on their tax bills. Despite my best efforts to advise against it, I still have clients scrambling at year end to buy things they don’t need and spend money that makes no overall economic sense,...

Regardless of your motivations, selling a business can be a highly stressful process. The last thing you want is to lose a significant chunk of the sales price to government legislative requirements such as Capital Gains Tax. Landing a large sales price on your...

If you’re planning for retirement, annuities are likely to be on your mind. But, what is the true definition of an annuity? And, what are the real benefits? While many contracted annuities are handled through insurance companies, the most basic definition is one that...